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U.S. Building Products Industry Analysis

UpdatedMar 14, 2026
DataAggregated Company Financials
Companies49
  • 7D-2.6%
  • 3M2.9%
  • 1Y10.4%
  • YTDn/a

The Building Products industry is down 5.5% over the last week with Johnson Controls International the worst performer, down 4.5%. In the past year, the industry has gained 14%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

Has the U.S. Building Products Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 14 Mar 2026US$379.7bUS$158.6bUS$11.9b20.8x31.9x2.4x
Mon, 09 Feb 2026US$431.1bUS$164.1bUS$11.7b22.9x36.8x2.6x
Wed, 07 Jan 2026US$374.9bUS$163.6bUS$11.6b20.4x32.4x2.3x
Fri, 05 Dec 2025US$374.6bUS$163.6bUS$11.2b19.5x33.3x2.3x
Sun, 02 Nov 2025US$390.7bUS$160.8bUS$12.3b21.2x31.8x2.4x
Tue, 30 Sep 2025US$383.4bUS$160.9bUS$12.5b21.5x30.6x2.4x
Thu, 28 Aug 2025US$405.1bUS$160.7bUS$12.8b23.6x31.5x2.5x
Sat, 26 Jul 2025US$423.7bUS$162.1bUS$14.1b21.3x30.1x2.6x
Mon, 23 Jun 2025US$387.1bUS$163.5bUS$14.0b19.8x27.6x2.4x
Wed, 21 May 2025US$407.2bUS$163.4bUS$14.0b22.1x29.1x2.5x
Fri, 18 Apr 2025US$337.7bUS$162.7bUS$13.4b18.7x25.2x2.1x
Sun, 16 Mar 2025US$359.0bUS$162.7bUS$13.4b19.5x26.8x2.2x
Tue, 11 Feb 2025US$386.3bUS$164.4bUS$14.5b20.3x26.6x2.3x
Thu, 09 Jan 2025US$387.8bUS$163.6bUS$14.3b20.6x27.1x2.4x
Sat, 07 Dec 2024US$428.9bUS$162.3bUS$14.3b22.8x30x2.6x
Mon, 04 Nov 2024US$403.7bUS$166.0bUS$14.8b21.6x27.3x2.4x
Wed, 02 Oct 2024US$424.9bUS$164.3bUS$16.4b22.6x25.9x2.6x
Fri, 30 Aug 2024US$387.8bUS$164.3bUS$16.4b21.2x23.6x2.4x
Sun, 28 Jul 2024US$386.9bUS$163.7bUS$16.5b21.5x23.5x2.4x
Tue, 25 Jun 2024US$368.1bUS$162.7bUS$14.3b20.7x25.8x2.3x
Thu, 23 May 2024US$384.4bUS$163.8bUS$14.3b21.3x26.8x2.3x
Sat, 20 Apr 2024US$353.6bUS$165.2bUS$14.7b22.6x24x2.1x
Mon, 18 Mar 2024US$366.2bUS$166.7bUS$14.8b23.3x24.7x2.2x
Wed, 14 Feb 2024US$341.8bUS$168.2bUS$14.9b20.8x23x2x
Fri, 12 Jan 2024US$333.6bUS$175.3bUS$14.8b19.7x22.5x1.9x
Sun, 10 Dec 2023US$313.4bUS$175.2bUS$15.0b18.3x20.9x1.8x
Tue, 07 Nov 2023US$283.3bUS$175.6bUS$14.1b17.1x20x1.6x
Thu, 05 Oct 2023US$268.7bUS$171.9bUS$14.8b16.4x18.1x1.6x
Sat, 02 Sep 2023US$294.8bUS$171.9bUS$14.8b17.7x19.9x1.7x
Mon, 31 Jul 2023US$298.5bUS$174.7bUS$14.8b17.2x20.2x1.7x
Wed, 28 Jun 2023US$277.8bUS$174.0bUS$15.2b16.3x18.3x1.6x
Fri, 26 May 2023US$242.4bUS$174.0bUS$15.2b14.2x16x1.4x
Sun, 23 Apr 2023US$244.9bUS$175.5bUS$16.6b14.2x14.7x1.4x
Tue, 21 Mar 2023US$238.9bUS$175.5bUS$16.7b13.4x14.3x1.4x
Price to Earnings Ratio

14.3x


Total Market Cap: US$238.9bTotal Earnings: US$16.7bTotal Revenue: US$175.5bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Building Products Industry Price to Earnings3Y Average 25.3x202420252026
Current Industry PE
  • Investors are optimistic on the American Building Products industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 32.9x which is higher than its 3-year average PE of 25.3x.
  • The 3-year average PS ratio of 2.1x is lower than the industry's current PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Building Products industry have declined 11% per year over the last three years,
  • Revenues have also declined 3.3% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Comparison

How does U.S. Building Products compare with similar industries?

US Market-1.64%
Industrials-2.94%
Building-2.58%
Building Products-2.58%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
TGLS TecnoglassUS$45.719.9%
+US$183.9m		-33.0%PE12.8x
MOD Modine ManufacturingUS$188.540.7%
+US$65.9m		120.7%PE101.7x
ROCK Gibraltar IndustriesUS$41.272.6%
+US$30.7m		-36.9%PE12.5x

Latest News

MOD
US$188.54
Modine Manufacturing
7D
0.7%
1Y
120.7%

MOD: Data Center Cooling Execution And Margins Will Shape Future AI Upside

Analysts nudged their price target on Modine Manufacturing to $251.14, supported by research that highlights its role as a one stop shop for data center cooling and refrigeration solutions and references Street targets such as Roth Capital's $263 level, which is tied to expectations around data center growth and EBITDA margin expansion. Analyst Commentary Street research around Modine is clustered on the positive side, with several firms lifting price targets and one initiating with a Buy rating tied to the data center and refrigeration story.
ROCK
US$41.27
Gibraltar Industries
7D
2.6%
1Y
-36.9%

ROCK: Lowered 2025 Guidance Will Set Up Stronger Earnings Recovery

Analysts have trimmed their price target for Gibraltar Industries to $72 from $73, citing updated assumptions that combine higher modeled revenue growth with a lower profit margin outlook and a reduced future P/E multiple. What's in the News Gibraltar Industries issued 2026 earnings guidance, with consolidated net sales expected in a range of $1.76b to $1.83b and GAAP EPS projected between $2.40 and $2.80, compared with net sales of $1.14b and GAAP EPS of $3.25 in 2025 (Key Developments).
MAS
US$61.52
Masco
7D
-3.4%
1Y
-12.5%
TGLS
US$45.71
Tecnoglass
7D
9.9%
1Y
-33.0%

TGLS: Future Buybacks And Reset 2026 Outlook Will Support Share Price

Analysts have reduced Tecnoglass' baseline value estimate from $71.50 to $66.25, along with lower price targets. The change reflects higher aluminum costs and a stronger peso, which are now incorporated into updated margin and P/E assumptions for 2026.
CSL
US$341.40
Carlisle Companies
7D
-3.7%
1Y
1.6%

CSL: Ongoing Buybacks And Acquisition Plans Will Drive Future Returns

Analysts have raised their price target for Carlisle Companies to about $397 from about $390, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin, and future P/E that feed into their valuation work. What's in the News Carlisle Companies issued earnings guidance for 2026, expecting consolidated revenues to be up by a low single digit percentage year over year.
CARR
US$55.65
Carrier Global
7D
-4.6%
1Y
-16.4%

CARR: Data Center Cooling And AI Tools Will Support Future Upside

Carrier Global's analyst price target has inched higher to about $71.80 from roughly $71.66 as analysts factor in a slightly lower discount rate and steady assumptions for revenue growth, profit margins and future P/E. Analyst Commentary Recent research updates on Carrier Global show a mix of optimism and caution, with several firms adjusting price targets in both directions and fine tuning expectations around execution and growth.
AOS
US$66.84
A. O. Smith
7D
-5.9%
1Y
-0.01%
JCI
US$130.16
Johnson Controls International
7D
-1.7%
1Y
63.4%

JCI: HVAC Supercycle Dependence Will Pressure Shares If Data Center Demand Shifts

Narrative Update The updated analyst view lifts the Johnson Controls International fair value estimate from about $82.49 to roughly $113.27. This reflects higher Street price targets that are supported by analyst expectations for stronger revenue growth, slightly improved profit margins, and a lower assumed future P/E multiple.
BLDR
US$88.09
Builders FirstSource
7D
-5.4%
1Y
-30.2%

BLDR: Margin Resilience And Market Share Gains Will Drive Long Term Upside

The analyst price target for Builders FirstSource has been reduced from $171.29 to $150.00 as analysts factor in higher discount rates, more conservative revenue growth and profit margin assumptions, and a higher future P/E multiple, despite recent research highlighting resilient gross margins and potential market share upside. Analyst Commentary Recent research on Builders FirstSource reflects a mix of caution on housing and remodel demand alongside confidence in the company’s margin profile, scale, and ability to execute through softer conditions.
WMS
US$137.27
Advanced Drainage Systems
7D
-6.1%
1Y
26.1%

WMS: Buyback Expansion And Earnings Outlook Will Support Future Premium P E Profile

Our Analyst Price Target for Advanced Drainage Systems has been trimmed slightly by $0.80 to $197.20, even as analysts broadly lift their Street targets on the stock, supported by refreshed assumptions around discount rates, revenue growth, margins and future P/E multiples. Analyst Commentary Recent Street research has tilted more constructive on Advanced Drainage Systems, with several bullish analysts lifting their price targets by a wide range of dollar amounts while refining their assumptions for discount rates, revenue growth, margins and future P/E multiples.
LII
US$480.96
Lennox International
7D
-7.1%
1Y
-16.3%

LII: Higher Discount Rate And Margin Pressure Will Restrain Future Returns

Analysts have reduced their price target on Lennox International to $452.63 from $501.49, citing updated assumptions that include slightly higher revenue growth, a lower profit margin, a modestly lower future P/E, and a higher discount rate. What's in the News Lennox International issued earnings guidance for 2030, with expected revenue in a range of $6.5b to $7.5b.